DEAR Support Team

Stripe Integration

Modified on: Fri, 16 Mar, 2018 at 4:45 PM

Stripe Integration

DEAR generates electronic documents (PDF, e-mail content) to enable your customers to seamlessly pay quotes and invoices. Payment documents can contain Pay Links, a link which takes customers through the DEAR Payment workflow. DEAR supports Stripe and Paypal as payment processors, and one payment document can contain links to both payment processors. See how to pay with PayPal.

Adding a Stripe PayLink to a Payment Document

There are two ways to insert Pay Link into a document template: with a standard Pay Link image and with a custom Pay Link image. See document templates and mail merge documentation for more information about adding mail merge fields to standard documents.

Once a customer clicks on the PayLink, they will be taken through the Stripe payment process.

To insert a Standard Pay Link image:

Use mail merge field{ MERGEFIELD StripePay}and it will be replaced by the Stripe PayLink image.

To insert a Custom Pay Link image:

Use field with code { IF “{MERGEFIELD StripePayLink}”==”” “<CustomImage>” “<CustomImage>” } and this field will be replaced by PayLink with the specified <CustomImage>.

Sale Quote and Sale Invoice documents are generated from the Sale Quote and Sale Invoice document templates. You can see and edit the various template types by going to Settings -> Document and Email Templates.

Sale Quote Payment Documents

A number of requirements should be met to enable Pay Links on generated Sale Quote documents: